See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,478 | $175,202+47.0% | $149,673+72.0% | $139,434+84.7% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 25.75% | 166.71%-141.0pp | 134.42%-108.7pp | 372.94%-347.2pp |
| Employer contribution / active EE | $2,171 | $5,474-60.3% | $4,818-54.9% | $4,751-54.3% |
| Participant deferral / active EE | $7,728 | $6,519+18.6% | $5,680+36.1% | $6,710+15.2% |
| Admin fee / account holder | $665 | $16,150-95.9% | $13,210-95.0% | $11,403-94.2% |